Purchases and Sales Made in Q3 2024 in Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Divide (SDY) during Q3 2024. The information is specifically focused on institutions that hold shares of SPDR SERIES TR SPDR S&P DIVIDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-113- 1.18% |
$14.2K - $16.1K
|
9.5K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-120- 0.96% |
$15.1K - $17K
|
12.3K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-120- 6.96% |
$15.1K - $17K
|
1.6K
$228K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-121- 6.32% |
$15.2K - $17.2K
|
1.79K
$255K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-123- 0.18% |
$15.5K - $17.5K
|
68K
$9.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-123- 0.77% |
$15.5K - $17.5K
|
15.8K
$2.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-123- 3.38% |
$15.5K - $17.5K
|
3.52K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-126- 0.71% |
$15.9K - $17.9K
|
17.7K
$2.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-127- 2.45% |
$16K - $18K
|
5.06K
$720K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-127- 1.66% |
$16K - $18K
|
7.54K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-127- 2.31% |
$16K - $18K
|
5.37K
$764K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-131- 2.73% |
$16.5K - $18.6K
|
4.67K
$664K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-135- 4.12% |
$17K - $19.2K
|
3.14K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-135- 2.25% |
$17K - $19.2K
|
5.86K
$834K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-148- 0.16% |
$18.6K - $21K
|
94.6K
$13.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-149- 2.58% |
$18.8K - $21.2K
|
5.64K
$802K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-150- 11.03% |
$18.9K - $21.3K
|
1.21K
$172K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-151- 7.76% |
$19K - $21.4K
|
1.8K
$255K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-154- 1.93% |
$19.4K - $21.9K
|
7.82K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-157- 1.47% |
$19.8K - $22.3K
|
10.5K
$1.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-158- 4.6% |
$19.9K - $22.4K
|
3.28K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-159- 2.84% |
$20K - $22.6K
|
5.43K
$773K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-163- 0.42% |
$20.5K - $23.2K
|
38.3K
$5.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-173- 11.57% |
$21.8K - $24.6K
|
1.32K
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-176- 7.59% |
$22.2K - $25K
|
2.14K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-177- 9.59% |
$22.3K - $25.1K
|
1.67K
$237K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-178- 2.86% |
$22.4K - $25.3K
|
6.04K
$859K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-180- 1.74% |
$22.7K - $25.6K
|
10.2K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-182- 1.07% |
$22.9K - $25.9K
|
16.8K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-184- 0.27% |
$23.2K - $26.1K
|
68.8K
$9.79M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-186- 7.79% |
$23.4K - $26.4K
|
2.2K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-189- 2.47% |
$23.8K - $26.8K
|
7.47K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-190- 3.8% |
$23.9K - $27K
|
4.81K
$685K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-195- 1.95% |
$24.6K - $27.7K
|
9.79K
$1.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-196- 2.04% |
$24.7K - $27.8K
|
9.4K
$1.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
SELL
|
- |
-198- 0.9% |
$24.9K - $28.1K
|
21.7K
$3.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 2.72% |
$25.2K - $28.4K
|
7.15K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-200- 6.85% |
$25.2K - $28.4K
|
2.72K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-203- 0.49% |
$25.6K - $28.8K
|
41.4K
$5.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-207- 1.33% |
$26.1K - $29.4K
|
15.3K
$2.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-207- 5.68% |
$26.1K - $29.4K
|
3.44K
$489K
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-209- 0.25% |
$26.3K - $29.7K
|
84K
$12M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-210- 4.02% |
$26.4K - $29.8K
|
5.02K
$714K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-217- 12.96% |
$27.3K - $30.8K
|
1.46K
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-221- 12.41% |
$27.8K - $31.4K
|
1.56K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-222- 9.93% |
$28K - $31.5K
|
2.01K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-223- 11.79% |
$28.1K - $31.7K
|
1.67K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-224- 1.48% |
$28.2K - $31.8K
|
14.9K
$2.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-225- 45.0% |
$28.3K - $32K
|
275
$39.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-225- 3.9% |
$28.3K - $32K
|
5.55K
$790K
|